Handovers
Sending, recipients, expiry, acknowledgement and receipts.
- How do I use the complete work queue?The work queue brings together tasks available in the selected clinic. Quick views, search and filters apply to the complete authorized list, not just the visible page.
- How do I assign several tasks to a colleague?Select up to 100 eligible tasks in the complete work queue, including across pages. Review your selection, choose a colleague and confirm explicitly.
- Email, SMS or link / QR — which should I choose?Delivery determines how the named recipient gets the link. Permissions and expiry belong to the same handover; a Patient Key is a separate access option.
- How do I save a recipient for the next send?Contacts stores a partner contact and preferred settings. Each new case requires separate selection, checking and sending.
- How a handover worksA handover has a clear responsible party and moves from preparation through access and response to completion and archive.
- Add a recipientChoose a saved contact, a verified directory doctor or a named person using email, SMS or an in-person link.
- Access expiryExpiry determines how long a specific recipient can open the handover; it is not the archive retention period.
- What the recipient seesThe recipient sees the sending organization, purpose, expected action and permitted files for their handover only.
- History and delivery recordThe timeline shows key steps. The receipt records sending, access, acknowledgement and returned results.